Vice President, Investment and Wealth Solutions

Ascensus is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 million people save for a better today and tomorrow. This role drives new revenue growth and profitability by optimizing asset manager partnerships, co-manufacturing, product innovation, and wealth solutions that extend beyond the workplace.

About the role

Accountable for achieving business objectives in partnership with leaders of Ascensus’ four lines of business and centers of excellence. The position can be hybrid in Dresher, Newton, or Lake Mary. Remote candidates on the East Coast may be considered.

Responsibilities

• Strategic Execution: Execute a comprehensive strategy to drive revenue growth across Investment Solutions and retirement advisor-enabled Wealth Solutions. Collaborate with business line leaders to align strategies and ensure cohesive execution.
• Optimize Revenue from Existing Partners: Identify opportunities to maximize revenue from current asset manager and distribution partner relationships. Develop curated investment and wealth product offerings and complete solution sets to enhance value for partners, advisors, and their clients.
• Co-Manufacturing and Product Innovation: Explore and evaluate opportunities for co-manufacturing investment products with asset managers. Drive targeted product innovations in private investments, stable value, QDIA/Target Date Funds, active strategies, and advisor-delivered wealth and rollover solutions.
• Wealth Solutions: Develop and package differentiated wealth and rollover solutions that advisors and partners can deliver to their own clients. Build advisor- and partner-facing lead and referral capabilities that connect participants with retirement advisors, positioning Ascensus as the enabling platform. Evaluate opportunities for asset management partners to share in the growth of wealth solutions.
• Stakeholder Management: Build and maintain strong relationships with key stakeholders, including asset managers, advisors, and internal business leaders. Ensure alignment of economic models, incentives, and commercial differentiation approaches with organizational goals.
• Culture Carrier: Demonstrate emotional intelligence and executive maturity. Inspire others, listen well, hold others accountable, and drive change and growth. Lead cultural evolution.
• Drive for Results: Make sound judgments for the long term and own the results. Ensure execution at an appropriate pace, impacting business performance at the highest levels. Streamline processes, reallocate resources, and foster a strategic commercial mindset.
• Foster a culture of innovation, collaboration, and excellence within the team. Establish a clear vision and strategy and communicate it in a way that creates clarity and inspires action.
• Protect, secure, and ensure proper handling of all confidential data held by Ascensus to prevent unauthorized access, improper transmission, or unapproved disclosure.

Requirements

• Minimum 15 years of relevant experience.
• Ability to drive growth of enterprise value through institutional partners, advisors, and large-scale distribution, including during periods of transformation.
• Growth mindset with proven experience leading large-scale, complex business segments with significant growth potential across the U.S.
• Experience enhancing relationships with clients, advisors, and industry influencers, with superior interpersonal skills at all levels.
• Demonstrated experience in the retirement/savings industry, asset management, and wealth management channels, including understanding of products, distribution models, competitors, and centers of influence.
• Understanding of advisor and rollover ecosystems and how to help partners and advisors serve clients’ wealth needs across the savings-to-wealth journey.
• Strong detail orientation and comfort working in a dynamic, fast-paced, informal, and collaborative culture.
• Ability to lead within a tech-enabled business and drive development of technology solutions, product platforms, and services that deliver marketplace differentiation.
• Customer-centric with a proven track record of driving customer growth through product adoption and service excellence. Ability to leverage insights to build innovative products and solutions.
• Strong collaboration skills, identifying meaningful opportunities and demonstrating joint accountability for organizational success.
• Courage, intelligent risk-taking, and ability to effect change within the larger organization.
• Travel required.